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Crypto & Equity Market Weekly Update: Liquids, Biases, and Inflation Signals

Weekly crypto and equity market update: ETH liquidation, bearish trader bias, ETF inflows, inflation data, VIX dip and sentiment indexes.

The crypto and equity markets showed mixed signals this week, with notable liquidations in Ethereum, bearish bias among top perpetual traders, and a dip in volatility indices signaling risk appetite shifts.

Crypto Liquidations

Ethereum experienced a high‑severity liquidation totalling $11.4 M, dominated by shorts ($8.79 M) versus longs ($2.61 M). Bitcoin saw a medium‑severity liquidation of $5.5 M, with shorts ($3.60 M) outpacing longs ($1.91 M).

Top Perpetual Traders

Bearish‑biased segments continue to dominate. In the PnL Champions group, short exposure ($2.72 B) far exceeds longs ($1.47 B). Elite Wallets and Mega Wallets also show negative bias, with short‑side equity roughly $1.48 B higher than longs in Elite and $3.44 B higher in Mega wallets.

  • PnL Champions: BTC short $560.6 M / long $235.0 M, HYPE long $393.6 M / short $330.4 M, ETH short $502.1 M / long $194.7 M
  • Elite Wallets: BTC short $492.4 M / long $279.5 M, ETH short $156.7 M / long $161.1 M
  • Mega Wallets: BTC short $326.0 M / long $509.1 M, ETH short $424.5 M / long $349.9 M

ETF Flows

Bitcoin attracted $90.4 M of new ETF inflows, while Ethereum added $18.4 M, indicating continued institutional interest despite short‑dominant trader sentiment.

Crypto Sentiment

The Crypto Fear & Greed Index sits at 28, deep in the fear zone, suggesting potential upside if risk appetite returns.

Economic Calendar Highlights

  • Core CPI MoM: 0.2% (high impact) – stable inflation outlook.
  • Core CPI YoY: 2.8% (high) – modest cooling.
  • CPI MoM: -0.1% (high) – deflationary pressure.
  • CPI YoY: 3.8% (high) – easing rate‑hike fears.
  • Fed Chairman Warsh testimony – markets expected to stay steady.

Stock Market Sentiment

The VIX fell to 15.03, down 5.1%, while the Stock Fear & Greed Index is neutral at 49, indicating a modest risk‑on bias in equities.

See the data behind the analysis

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